Retrieve a List of Opportunities for an Address Book Entry

Updated 1 year ago by dustin keir

You can quickly retrieve a list of the opportunities associated with an Address Book entry and display them in the Opportunities page.

  1. Select the Address Book entry in the Address Book page.
  1. Select Search > Retrieve Opportunities.

The Opportunities page opens and displays the list of opportunities associated with the Address Book entry.


How did we do?